Link a refund to a Service Order

Hello @dgross ,

Please create an Idea in the Idea discussion area. I see a similar idea for Vendor refunds and service orders; maybe you can add your Customer Refund idea to the below link and vote, or add your idea as a new post.

Hi @dgross 
On the Payments and Applications tab, the Service Orders tab is only used when a Prepayment is applied to a Service Order or Appointment. In addition, the tab is always readonly. It is populated when the Create Prepayment action is used on the Service Order or Appointment form. 
Did you create the refund from a Prepayment applied to a Service Order/Appointment or from a Payment of an Invoice created from the Service Order/Appointment? 

@dgross as indicated Laura, it seems like a good item to add as an idea. 
In the meantime, if you want to add visibility, you could create a sidepanel to show the Service Orders associated to the refund; or on the Service Order/Appointment, create a sidepanel to show the payments and refunds associated. To create the sidepanel join with the tables FSAdjust and ARTranPost

Hi @dgross 
For example, I created a Sidepanel so that from the Refund, it shows associated Prepayment and Service Order. 
 

The parameter is the Refund’s Ref Nbr
 

  Then, the relation is with sourceRefNbr on the ARTranPost table with the adjgRefNbr on the FSAdjust table; and with FSServiceOrder’s refNbr and srvOrdType equal to FSAdjust’s adjdOrderNbr and adjdOrderType
 

(I am adjusting the xml of the Generic Inquiry)

Finally you can create a sidepanel that passes the Refund’s ref nbr to the generic inquiry 
 

Let me know if this was what you were asking for